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Technology Stocks : Intel Corporation (INTC)
INTC 37.32+1.8%3:59 PM EST
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To: Scumbria who wrote (84284)6/23/1999 9:31:00 AM
From: Charles R  Read Replies (2) of 186894
 
Scumbria,

<It is very well written and fascinating. Camino/DRDRAM doesn't offer any advantage on the motherboard of current generation systems, and the current cost is about 10X.

The other side of the story, which Tom didn't cover, is that DRDRAM will provide huge performance benefits for graphics adapters and other types of boards which use imbedded DRAM.>

Well, we seem to be on the same wavelength then.

If this conclusion is correct, wouldn't this preclude the glorius Rambus sales ramp that RMBS thread is talking about - especially given there is no CuMine for Christmas? If not, why?

Thanks,
Chuck

P.S.: You can post the response on the Rambus thread if you prefer though I have a feeling we could have a more meaningful dialogue on this (INTC) thread
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